Create lead quotes from Todoist
Start tracking the proposal in Agencyzoom as soon as quote work begins.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create a lead quote
Creates a new insurance quote for an existing lead in agencyzoom, using valid carrier and product line ids, to track a proposal; this action does not bind policies or process payments.
Why this helps
Quote requests remain in task descriptions and are difficult to track across the sales process.
- Creates a visible quote record
- Keeps carrier and product context together
- Makes proposal follow-up easier to manage
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agencyzoom once.
- 2Create an automation telling Notis to create a lead quote from a new Todoist task when valid lead, carrier, and product line details are present.
- 3Select Todoist New Task Created as the trigger.
- 4Choose where reports go and test with one real quote task.
Questions about this workflow
Can this quote bind a policy?
No. The action tracks a quote and does not bind policies or process payments.
What if carrier details are missing?
Notis can report the missing identifiers so the task can be completed before creating the quote.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Agencyzoom. A trigger fires from one place; an action lands in another.
Todoist triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New Task Created
Trigger when a new task is added to Todoist.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Todoist and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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